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David Daugherty Oklahoma Financial Professional

David Daugherty Oklahoma Financial Professional

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David Daugherty Oklahoma Financial Professional

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  1. David  Daugherty  of  Preserve  Wealth   Oklahoma  participates  in  Retirement   Income  Roundtable  in  New  York     FOR  IMMEDIATE  RELEASE   June  1,  2015     Edmond,  OK  -­‐-­‐  David  Daugherty  of  Preserve  Wealth  Oklahoma  participated  in  the   Annexus  Retirement  Income  Roundtable  with  award-­‐winning  economist  Professor   Robert  Shiller  in  Manhattan,  NY.  David  Daugherty  joined  Professor  Shiller  as  one  of   a  group  of  25  elite  financial  professionals  from  across  the  nation  to  discuss  how   Athene’s  BalancedChoice®  Annuity  (BCATM)  can  help  provide  protection  from  direct   downside  market  risk  and  the  opportunity  to  realize  interest  earnings  linked  in  part   to  growth  in  the  equity  markets  while  planning  for  lifetime  income  in  retirement.       “People  saving  for  retirement  are  always  interested  in  continuing  to  grow   retirement  savings  while  reducing  risk  of  future  losses,”  says  Don  Dady,  co-­‐founder   of  Annexus.  “With  the  BCA,  we  were  able  to  provide  a  powerful  solution  for   individuals  seeking  new  accumulation  options  with  zero  downside  market  risk.”       The  BCA  and  its  predecessors,  designed  by  Annexus  and  its  product  design  partner   Genesis  Financial,  have  provided  strong  returns  over  the  last  several  years  with  no   direct  downside  market  risk.  After  historic  stock  market  volatility  and  persistent   low  interest  rates  on  traditional  fixed  investments,  the  BCA  and  other  fixed  indexed   annuities  have  increasingly  become  a  preferred  choice  for  those  planning  for   retirement.     “We’ve  always  been  committed  to  creating  innovative  solutions  to  help  people   succeed  in  their  retirement,”  said  Annexus  co-­‐founder  Ron  Shurts.  “Almost   immediately,  advisors  and  clients  recognized  opportunities  of  the  BCA.”     David  Daugherty,  whose  local  office  is  located  at  Preserve  Wealth  Oklahoma,  was   among  the  first  to  recognize  the  BCA’s  unique  potential.  His  contributions  to  the   Roundtable  included  ideas  about  where  the  future  of  the  retirement  income   industry  is  headed  and  how  to  continue  to  help  individuals  planning  for  retirement.       About  Annexus  Group    

  2. Annexus  is  a  Scottsdale,  Arizona-­‐based  product  development  company  focused  on   building  solutions  to  deliver  guaranteed  capital  preservation  with  potential  for   uncapped  accumulation.  Annexus  connects  carriers  and  top  advisors  with  leading-­‐ edge  wealth  management  products.     For  further  information  about  Annexus,  please  visit  our  website  www.annexus.com.  

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